AerCap Holdings NV (AER)vsDeere & Company (DE)
AER
AerCap Holdings NV
$169.64
+2.09%
INDUSTRIALS · Cap: $24.25B
DE
Deere & Company
$663.31
+1.26%
INDUSTRIALS · Cap: $182.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Deere & Company generates 428% more annual revenue ($47.93B vs $9.07B). AER leads profitability with a 34.5% profit margin vs 10.2%. AER appears more attractively valued with a PEG of 0.80. AER earns a higher WallStSmart Score of 71/100 (B).
AER
Strong Buy71
out of 100
Grade: B
DE
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.1%
Fair Value
$98.76
Current Price
$169.64
$70.88 premium
Intrinsic value data unavailable for DE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 62.5%
Growing faster than its price suggests
Large-cap with strong market position
Generating 1.9B in free cash flow
Areas to Watch
4.6% revenue growth
Earnings declined 11.6%
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.9% revenue growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AER
The strongest argument for AER centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 34.5% and operating margin at 62.5%. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : DE
The strongest argument for DE centers on Market Cap, Free Cash Flow.
Bear Case : AER
The primary concerns for AER are Revenue Growth, EPS Growth, Altman Z-Score. Debt-to-equity of 2.32 is elevated, increasing financial risk.
Bear Case : DE
The primary concerns for DE are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 2.29 is elevated, increasing financial risk.
Key Dynamics to Monitor
AER carries more volatility with a beta of 0.98 — expect wider price swings.
DE is growing revenue faster at 4.9% — sustainability is the question.
DE generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor RENTAL & LEASING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AER scores higher overall (71/100 vs 53/100), backed by strong 34.5% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AerCap Holdings NV
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
AerCap Holdings NV is engaged in the leasing, financing, sale and management of commercial aircraft and engines in mainland China, Hong Kong, Macau, the United States, Ireland and internationally. The company is headquartered in Dublin, Ireland.
Deere & Company
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains (axles, transmissions, gearboxes) used in heavy equipment, and lawn care equipment.
Compare with Other RENTAL & LEASING SERVICES Stocks
Want to dig deeper into these stocks?